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CTRA

Legacy Investment Solutions’s Coterra Energy CTRA Stock Holding History

Legacy Investment Solutions’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$64.9K Buy
+2,559
New +$64.9K 0.03% 135
2024
Q4 		$99.6K Sell
3,636
-94
-3% -$2.34K 0.06% 88
2024
Q3 		$95.5K Buy
+3,730
New +$92K 0.06% 89

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legacy Investment Solutions's CTRA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Coterra Energy (CTRA) in Q2 2025: 2,559 shares worth $64.9K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CTRA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CTRA in Q3 2024 and has held it in 3 quarters since. The position peaked at $99.6K in Q4 2024. 884 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Legacy Investment Solutions held 2,559 shares of Coterra Energy worth $64.9K as of Q2 2025.
  • Coterra Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Coterra Energy made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #135 holding.
  • Legacy Investment Solutions first reported a position in Coterra Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Coterra Energy position peaked at $99.6K in Q4 2024.
  • 884 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.